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Senior Wealth Planner: Private Clients & Growth

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: Financial Planning Firm
Full Time position
Listed on 2026-06-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: Greater London

Financial Planning Firm is seeking an experienced Wealth Planner to join their thriving Wealth Planning division based in Greater London. This newly created role is focused on delivering high-quality financial advice and driving new business growth through networking and referrals.

As a Wealth Planner, you will manage private client portfolios and collaborate with internal teams for cross-referral opportunities. The position offers a competitive salary between £80,000 and £100,000, with a bonus up to 20%, and hybrid working options.

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Position Requirements
10+ Years work experience
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